Wells Fargo cuts Airbnb stock target to USD 185.00

Published on 10/07/2026 at 15:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached USD 3.61 billion in the second quarter, up 17.00 percent. Airbnb stock costs EUR 142.87 on October 7, 2026 versus EUR 141.99.

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Airbnb Inc. (ISIN US0090661010) was trading at EUR 142.87 at Lang & Schwarz on October 7, 2026 at 3:02 p.m. CEST, up 0.62 percent versus the prior close of EUR 141.99. According to Investing.com on October 7, 2026, Wells Fargo cut its Airbnb target from USD 186.00 to USD 185.00 while retaining an Overweight rating.

Wells Fargo trims its target

The analyst view puts the next test on Airbnb's third-quarter operating numbers. Wells Fargo forecast third-quarter 2026 nights growth of 11.80 percent and bookings growth of 15.40 percent, with both measures compared against the firm's expectations for the period.

Wells Fargo also projected third-quarter 2026 revenue of USD 4.76 billion, up 16.30 percent year over year, and adjusted EBITDA of USD 2.38 billion. The revenue estimate was 0.40 percentage points above Street expectations, giving the target reduction a more cautious valuation tone rather than a weaker operating forecast.

Second-quarter growth remains strong

Ticker Scout reported that Airbnb's second-quarter 2026 revenue reached USD 3.61 billion, up 17.00 percent year over year. Net income was USD 816.00 million, while adjusted EBITDA rose 21.00 percent to USD 1.30 billion.

Gross Booking Value increased 16.00 percent to USD 27.20 billion, and Nights and Seats Booked grew 10.00 percent to 148.30 million in the same quarter. Airbnb also raised its full-year 2026 outlook to at least mid-teens revenue growth and an adjusted EBITDA margin of at least 35.50 percent.

Stock remains below its yearly high

Airbnb's latest USD 95.2 billion market capitalization and USD 110.81 to USD 193.45 52-week range were reported as of October 6, 2026. The current Lang & Schwarz price is EUR 142.87, while the primary Nasdaq quote was USD 160.39 at the October 6, 2026 session timestamp.

That valuation leaves the stock 26.14 percent below its 52-week high in the primary market, calculated from USD 160.39 and USD 193.45. For investors, the contrast is clear: current operating forecasts remain positive, while Wells Fargo has reduced its target by USD 1.00.

Euro quote stays above prior close

Airbnb was trading at EUR 142.87 at Lang & Schwarz on October 7, 2026 at 3:02 p.m. CEST, plus 0.62 percent versus the prior close of EUR 141.99. The further course of trading is shown by the continuously updated real-time quote of Airbnb stock.